Correlation
The correlation between FHCIX and EQPGX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FHCIX vs. EQPGX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHCIX or EQPGX.
Performance
FHCIX vs. EQPGX - Performance Comparison
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Key characteristics
FHCIX:
-0.16
EQPGX:
0.47
FHCIX:
-0.13
EQPGX:
0.69
FHCIX:
0.98
EQPGX:
1.10
FHCIX:
-0.19
EQPGX:
0.38
FHCIX:
-0.45
EQPGX:
1.30
FHCIX:
7.30%
EQPGX:
6.78%
FHCIX:
18.04%
EQPGX:
22.96%
FHCIX:
-44.69%
EQPGX:
-61.94%
FHCIX:
-14.77%
EQPGX:
-5.32%
Returns By Period
In the year-to-date period, FHCIX achieves a -5.96% return, which is significantly lower than EQPGX's -0.17% return. Over the past 10 years, FHCIX has underperformed EQPGX with an annualized return of 5.62%, while EQPGX has yielded a comparatively higher 16.33% annualized return.
FHCIX
-5.96%
-2.40%
-12.59%
-3.49%
3.28%
2.52%
5.62%
EQPGX
-0.17%
7.37%
-1.77%
11.15%
17.56%
16.91%
16.33%
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FHCIX vs. EQPGX - Expense Ratio Comparison
Both FHCIX and EQPGX have an expense ratio of 0.71%.
Risk-Adjusted Performance
FHCIX vs. EQPGX — Risk-Adjusted Performance Rank
FHCIX
EQPGX
FHCIX vs. EQPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FHCIX vs. EQPGX - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 11.61%, more than EQPGX's 10.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 11.61% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% | 10.84% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 10.66% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 6.62% | 0.00% |
Drawdowns
FHCIX vs. EQPGX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.69%, smaller than the maximum EQPGX drawdown of -61.94%. Use the drawdown chart below to compare losses from any high point for FHCIX and EQPGX.
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Volatility
FHCIX vs. EQPGX - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 6.92% compared to Fidelity Advisor Equity Growth Fund Class I (EQPGX) at 5.49%. This indicates that FHCIX's price experiences larger fluctuations and is considered to be riskier than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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